Small Business HR Forms Kit

11 documents, one matching set

1. 1

   Start Here

   What each form is for, the order you use them in, how to fill them in, a which-form-when table, and a table of 11 topics that vary by state with where each appears in the kit.

2. 2

   Employment Application

   Position and desired pay, weekly availability grid, contact details, eligibility questions (18 or older, work authorization, sponsorship, essential duties with or without accommodation), education and licenses without dates, three employers, skills, references, applicant statement, office-use block. No date of birth, criminal-history or pay-history questions, with an employer note on ban-the-box and salary-history rules.

3. 3

   Interview Scorecard

   Eight structured questions with a 1 to 5 rating scale and definitions, evidence column, job requirements check, overall recommendation, reference check log, and an Interviewer Guide page with reference questions and a questions-to-avoid table.

4. 4

   Offer Letter

   Key terms table (position, start date, status, exempt or non-exempt, pay, schedule, PTO, benefits, introductory period), conditions of the offer, Form I-9 and W-4 reminder, at-will placeholder, first-day details, acceptance block.

5. 5

   New Hire Onboarding Checklist

   Tasks with owner, due date and initials: before day one, first day (Forms W-4 and I-9, handbook acknowledgment, safety walk-through), first week, 30, 60 and 90 days, and employer setup items to check for your state.

6. 6

   Employee Information & Emergency Contact

   Personal details, two emergency contacts, direct deposit authorization for up to two accounts, company property issued log, signatures, office-use block.

7. 7

   Employee Handbook Template

   13 pages, 15 sections: welcome and open door, at-will options, equal opportunity and accommodation, harassment reporting, employment basics, attendance, timekeeping, pay and breaks, PTO (three structures to choose from) and holidays, other leave, benefits, conduct, phones and social media, safety, reviews and corrective action, leaving the company. Version history table and a signed acknowledgment page.

8. 8

   Time-Off Request Form

   Request with leave type, dates and hours, coverage and signature; supervisor decision with balance before and after; a note on legally protected leave. Page 2 is a yearly time-off balance record, one page per employee per time-off bank (PTO, or vacation and sick time separately).

9. 9

   Performance Review Forms

   Part A: 90-day introductory review with 8 rated areas, training plan, goals for the rest of the first year and a complete, extend or end recommendation. Part B: annual review with last period's goals, 8 core areas, role-specific duties, overall rating, strengths, new goals and next steps. Plus an employee self-assessment.

10. 10

    Employee Write-Up Form

    Documented verbal, written or final warning or suspension; type of issue; facts, policy, witnesses and the employee's explanation; earlier actions; expected standard, support and follow-up date; consequences; employee comments; signatures with witness and refused-to-sign line; follow-up review. Includes a completed sample write-up.

11. 11

    Separation Checklist & Exit Interview

    Paperwork and pay, company property, access and wrap-up tasks with owners, a final pay worksheet with a line for your state's deadline, and a voluntary exit interview with reasons for leaving, ratings, open questions and interviewer follow-up.